Doyle Wealth Management’s PacWest Bancorp PACW Stock Holding History

Doyle Wealth Management’s Portfolio PACW Stock Details PACW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-168	Closed	-$7K	–	807
2019 Q2	$7K	Buy	+168	New	+$6.5K	﹤0.01%	699
2019 Q1	–	Sell	-168	Closed	-$6K	–	800
2018 Q4	$6K	Buy	+168	New	+$6.7K	﹤0.01%	708

Other funds holding PACW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Doyle Wealth Management's PACW Position: Q3 2019 in Review

Doyle Wealth Management sold out of PacWest Bancorp (PACW) in Q3 2019, closing a stake of 168 shares — an estimated $7K sold.

Doyle Wealth Management first reported a position in PACW in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 399 funds tracked by Wall St. Rank hold PACW as of Q3 2019.

Doyle Wealth Management reported no remaining PacWest Bancorp position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 168 PacWest Bancorp shares in Q3 2019, an estimated $7K.
Doyle Wealth Management first reported a position in PacWest Bancorp in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's PacWest Bancorp position peaked at $7K in Q2 2019.
399 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.